Overview
CampaignAgent includes an integration with First AML, allowing you to connect your First AML account, and create AML cases directly from CampaignAgent — keeping your compliance workflow in one place.
For detailed information on how to use this integration from inside CampaignAgent, see CampaignAgent’s video below:
Setting up the integration
To enable this integration within CampaignAgent, you will need a First AML API Client ID and Client Secret.
If you are a First AML Compliance Admin, you can now create and manage these credentials yourself in First AML, under Settings > Integrations - you no longer need us to provision them for you. For step-by-step instructions, see Managing your API credentials.
Before you create your credentials, use the table below to work out how you want your CampaignAgent account/s to interact with your First AML platform, so that you can scope your credentials correctly.
Understanding your setup scenario
| Your setup scenario | What you need to do |
| You have a single CampaignAgent account, shared by all your offices | If you are confident that all your offices now and in future will access your single CampaignAgent account, select “Whole organisation” when creating your credential. |
| You have a single CampaignAgent account, only used by some of your offices | Select “Specific offices” when creating your credentials, and select the offices that need to connect to your single CampaignAgent account. |
| You have multiple CampaignAgent accounts | You will need to proceed carefully to ensure you are provisioning your credentials correctly. We recommend completing the following spreadsheet, which will help you take stock of which CampaignAgent accounts are used by your offices: CampaignAgent <> First AML Mapping For each CampaignAgent account, create a unique credential. Select “Specific offices” when creating each credential to ensure you are provisioning access to the correct offices for each CampaignAgent account. |
Requesting your API Client ID and Client Secret
You can now create and manage your own API Client ID and Client Secret directly in First AML - you no longer need to email our onboarding team. For step-by-step instructions, see Managing your API credentials.
If a CampaignAgent <> First AML Mapping applies to your setup scenario, complete it as described above.